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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,132,167 | $167,353+576.5% | $143,797+687.3% | $134,545+741.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.05% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $29,543 | $5,620+425.6% | $4,952+496.6% | $4,742+523.1% |
| Participant deferral / active EE | $20,224 | $6,447+213.7% | $5,638+258.7% | $6,401+215.9% |
| Admin fee / account holder | $93,747 | $18,096+418.1% | $14,679+538.6% | $11,431+720.1% |